Articles
A Guide to your ConnectBooster Roll-out
Making the decision if you would like to do a soft roll-out or your full client base Soft roll-out: this will include a few of your clients that are in good standing that you would like to ‘test’ the ConnectBooster portal with and get ...
Customer Lookup
Video length: 1:35 Video Description: There are several ways you can look up a customer within the ConnectBooster portal. The first is by using the search bar found in the upper right corner. When you begin typing in the search b...
Intro to Email Functions
Video Length: 5:23 Video Description: This video provides a high level overview of the client email functionality available to you within your ConnectBooster portal and how to effectively use those templates available to you. *Hearing ...
How to Edit an Email Template
Video Length: 1:55 Video Description: This video will show you where to go to edit an email template within the ConnectBooster portal and how to test those templates. You can also review additional information in our Client Emails suppo...
Understanding Autopay Approval and Billing
Video Length: 3:39 Video Description: This video will walk you through the settings available under the Autopay section within the ConnectBooster portal. To learn more about setting up a specific autopay rule on a client, take a look...
Checking your Integrations & Syncs
Video Length: 1:23 Video Description: This video will walk you through the Integrations section of the ConnectBooster portal. You will be able to see your active integrations, view past sync information and how to initiate a manual sync wit...